Added to YB: 2026-02-09
Pitch date: 2026-01-26
4626.T [bullish]
Taiyo Holdings Co., Ltd.
+18.93%
current return
Author Info
No bio for this author
Company Info
Taiyo Holdings Co., Ltd., together with its subsidiaries, engages in the electronics materials business internationally.
Market Cap
JPY 594.1B
Pitch Price
JPY 5.1K
Price Target
N/A
Dividend
2.97%
EV/EBITDA
15.83
P/E
38.89
EV/Sales
4.65
Sector
Chemicals
Category
N/A
Taiyo Holdings (4626 JP) – Introducing Another Hidden Memory Play
4626.T: Global leader in solder resist ink w/ 60% overall market share, 70%+ substrate share, ~100% BT substrate monopoly. Electronics segment 20-30% OPM vs competitors' lower margins. Key tech barriers: high-res openings (30-50μm dry film vs 60μm+ liquid), surface flatness (3-5μm vs 7-10μm), superior reliability testing. Chinese competitors struggle w/ formulation/protective film tech.
Read full article (9 min)